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Nasdaq - Delayed Quote USD

MassMutual Select Funds - MassMutual RetireSMART by JPMorgan 2035 Fund (MMXUX)

10.91
+0.04
+(0.37%)
At close: 8:01:40 PM EDT

Top 9 Holdings (61.19% of Total Assets)

SymbolCompany% Assets
MCZZX
MassMutual Core Bond Fund 14.81%
MSPZX
MassMutual Total Return Bond I 9.24%
MBCZX
MassMutual Blue Chip Growth Fund 8.15%
VTMNX
Vanguard Developed Markets Index Instl 6.62%
MOSZX
MassMutual Overseas I 6.26%
MDDIX
MassMutual Diversified Value Fund 4.77%
EMRSX
JPMorgan Emerging Mkts Rsrch Enh Eq R6 3.88%
MIZIX
MassMutual International Eq I 3.83%
MFVZX
MassMutual Equity Opports I 3.62%

Sector Weightings

SectorMMXUX
Technology   22.43%
Industrials   11.58%
Healthcare   11.11%
Real Estate   4.33%
Energy   3.15%
Utilities   2.21%

Overall Portfolio Composition (%)

Cash 3.26%
Stocks 69.30%
Bonds 27.10%
Others 0.03%
Preferred 0.25%
Convertible 0.05%

Bond Ratings

US Government 8.40%
AAA 53.07%
AA 4.05%
A 7.53%
BBB 19.39%
BB 7.43%
B 5.36%
Below B 2.87%
Other 0.29%

Equity Holdings

Average MMXUX Category Average
Price/Earnings 0.05 23.21
Price/Book 0.35 2.93
Price/Sales 0.48 2.15
Price/Cashflow 0.07 14.21
Median Market Cap 108,061.66 73,415.04
3 Year Earnings Growth 19.03 12.26

Bond Holdings

Average MMXUX Category Average
Maturity 9.5 8.06
Duration 4.77 6.61
Credit Quality -- --

Performance & Risk

YTD Return 2.53%
5y Average Return 7.06%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family MassMutual
Net Assets 163.09k
YTD Return 10.52%
Yield 3.14%
Morningstar Rating
Inception Date Apr 01, 2014

Fund Summary

The fund is a “fund of funds” that seeks to achieve its investment objective by investing in a combination of U.S. domestic and international mutual funds (“underlying funds”) using an asset allocation strategy designed for investors who plan to retire around the year 2035 (the target retirement year) and then withdraw their investment in the fund over time throughout retirement.

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